Single Sign On and Launch Pad User Guide

Transcription

1 Single Sign On and Launch Pad User Guide 7001 Weston Parkway, Suite 200 Cary, North Carolina Railinc Corp. All Rights Reserved. Last Updated: March 2014

2 SSO/Launch Pad User Guide SSO/Launch Pad User Guide Revised March 2014

3 SSO/Launch Pad User Guide Table of Contents Welcome to Single Sign On/Launch Pad... 1 What s Changed for this Version... 1 System Requirements... 1 Accessing Single Sign On... 2 SSO Login... 4 Unsuccessful Logins (Exceptions)... 4 Successful Logins... 5 SSO/Launch Pad Page Layout... 6 SSO Page Layout... 8 Forgotten Password or User ID Process Forgotten Password Forgotten User ID Account Revalidation SSO Logoff From an Application or SSO Page Changing Password Register a New User Requesting Application Access Access Request s Check Status of Permission Requests Canceling Unapproved Requests User Guide Working with Applications Launching a Single Application Closing a Single Application Working with Multiple Applications Opening Multiple Applications Closing Multiple Applications View Additional Applications Edit Profile Using the Launch Pad Your Railinc Apps User Services Your Notifications Your Support Cases Creating a Case Viewing/Updating a Case Your Subscriptions Unsubscribing Subscribing Index SSO/Launch Pad User Guide i Revised March 2014

4 SSO/Launch Pad User Guide List of Exhibits Exhibit 1. Railinc.com Welcome... 2 Exhibit 2. SSO Account Access Panel... 3 Exhibit 3. Confirmation Reminder... 4 Exhibit 4. Using Temporary Password... 5 Exhibit 5. Launch Pad... 5 Exhibit 6. Navigation Links (upper right of Launch Pad)... 6 Exhibit 7. User Services... 7 Exhibit 8. Navigation Links (bottom of pages)... 7 Exhibit 9. SSO Layout (labeled)... 8 Exhibit 10. Navigation Links (upper right of all pages)... 8 Exhibit 11. Legal Links (bottom of pages)... 9 Exhibit 12. Forgotten Password Exhibit 13. Temporary Password Generated Exhibit 14. with Temporary Password Exhibit 15. Using Temporary Password Exhibit 16. Change Password (after temporary password login) Exhibit 17. Notification of Password Change Exhibit 18. Forgotten User ID Exhibit 19. User ID Sent Exhibit 20. Notification for Forgotten User ID Exhibit 21. Account Revalidation (Step 1) Exhibit 22. Password Change Initiated Exhibit 23. Success (for profile change) Exhibit 24. Change Password Exhibit 25. Terms of Service Exhibit 26. Complete User Profile (top) Exhibit 27. Complete User Profile (after ID Check) Exhibit 28. Complete User Profile (bottom) Exhibit 29. Primary Employer (with search results and choice) Exhibit 30. Primary Employer (with no search results) Exhibit 31. Complete User Profile (completed) Exhibit 32. Confirmation Sent Exhibit 33. Registration Exhibit 34. Confirmation Exhibit 35. Request Application Access (top and bottom) Exhibit 36. Request Permission (for Umler/EMIS pre-submit) Exhibit 37. Search a Company Exhibit 38. Confirm Request for Umler Release (post-submit) Exhibit 39. Request for Umler Release (confirm submission) Exhibit 40. Access Request Acknowledge Exhibit 41. Access Approval Exhibit 42. Access Rejection Exhibit 43. Permission Request Status (Approved) Exhibit 44. Permission Request Status (with multiple applications pull-down) Exhibit 45. Permission Request Status (Pending) Exhibit 46. Permission Request Status (Rejected) Exhibit 47. Permission Request Status (Canceled) Exhibit 48. User Guide SSO/Launch Pad User Guide ii Revised March 2014

5 SSO/Launch Pad User Guide Exhibit 49. Single Sign On Applications Exhibit 50. Unauthorized Access Attempt Exhibit 51. Edit Profile: <User ID> (top) Exhibit 52. Edit Profile: <User ID> (bottom) Exhibit 53. Success (after Profile edit) Exhibit 54. Launch Pad (with portlet labels) Exhibit 55. Launch Pad Context (hover) Help Exhibit 56. Notification (details) Exhibit 57. Customer Support Exhibit 58. Choose File (for case attachment) Exhibit 59. Customer Support (sample create case with file upload confirmation) Exhibit 60. RAPID Case Confirmation Exhibit 61. Your Support Cases (Your Open Cases tab shown) Exhibit 62. Case Details (for Case 2767) Exhibit 63. Your Subscription (after unsubscribe) Exhibit 64. Your Subscriptions Available Mailing Lists Exhibit 65. Your Subscriptions Successful Subscribe to Mailing Lists SSO/Launch Pad User Guide iii Revised March 2014

6 SSO/Launch Pad User Guide SSO/Launch Pad User Guide iv Revised March 2014

7 Welcome to Single Sign On/Launch Pad What s Changed for this Version Welcome to Single Sign On/Launch Pad The Single Sign On (SSO) system provides a common user registration process and a central repository for customer information, authentication, and authorization solutions for most Railinc web applications. Each customer employs a single user ID and password to access most web applications. For registered users, SSO opens on the Launch Pad. The Launch Pad is a dashboard-like interface that allows users to not only access their applications, but to see pertinent notifications about those applications, and to subscribe to maintenance and outage s for those applications. Users can also make inquiries or report issues that automatically create cases in the Railinc internal customer support system (RAPID), and to view those cases (both open and closed). What s Changed for this Version This document incorporates the following changes from the previous version: Updates to the system requirements section to refer to a separate document. Removal of a note about preregistering new employees to use SSO. Minor editorial changes. System Requirements For information about the system requirements of Railinc web applications and for information about downloading compatible web browsers and file viewers, refer to the Railinc UI Dictionary. SSO/Launch Pad User Guide 1 Revised March 2014

8 Welcome to Single Sign On/Launch Pad Accessing Single Sign On Accessing Single Sign On To access Single Sign On: 1. Open browser. 2. Type the Railinc portal URL in the address field: and press Enter. The Railinc portal Welcome page is displayed (Exhibit 1). Exhibit 1. Railinc.com Welcome Although the appearance of this page varies, the gray Account Access area at the upper right of the Railinc Welcome page (dotted red outline) is reserved for SSO (Exhibit 2). SSO/Launch Pad User Guide 2 Revised March 2014

9 Welcome to Single Sign On/Launch Pad Accessing Single Sign On Exhibit 2. SSO Account Access Panel Tasks available on the Account Access include: SSO Login Logs existing user into SSO. See SSO Login on page 4. Register Here Select link to register to use SSO. See Register a New User on page 19. Forgotten Password Select link to reset a forgotten password. See Forgotten Password on page 10. Forgotten User ID Select link to recover a forgotten user ID. See Forgotten User ID on page 13. Select link to view the online SSO and Launch Pad User Guide in a new window. Or rightclick and download a soft copy of the user guide. SSO/Launch Pad User Guide 3 Revised March 2014

10 SSO Login Unsuccessful Logins (Exceptions) SSO Login Existing SSO users can log in directly from the Railinc portal Account Access panel (Exhibit 2). Note: New users MUST register first. See Register a New User on page Open browser. 2. Type the Railinc portal URL in the address field: and press Enter. The Railinc portal Welcome page is displayed (Exhibit 1). 3. Type user ID in the User ID field. 4. Tab and type password in the Password field and press Enter. Result can be unsuccessful [continue with Unsuccessful Logins (Exceptions)] or successful [continue with Successful Logins on page 5]. Unsuccessful Logins (Exceptions) a. If the login is not successful because the user ID and password do not match, retype carefully and resubmit, or use the Forgot Password? or Forgot User ID? links to obtain guidance. See Forgotten Password or User ID Process on page 10. Note: If the user makes nine unsuccessful login attempts, the account is locked and the user must contact Customer Support to unlock. b. If the login is not successful because a new user was not confirmed, the Confirmation Reminder page is displayed (Exhibit 3). Exhibit 3. Confirmation Reminder Choose one of the following options: Contact Railinc Customer Support to unlock/activate the account. Locate the confirmation in mailbox, or select Resend Confirmation and confirm as described in Step 9 on page 24. (Not recommended) Select I ll Confirm Later to continue. If the user has not used the account in more than 365 days (account inactive), revalidation is required. See Account Revalidation on page 15. SSO/Launch Pad User Guide 4 Revised March 2014

11 SSO Login Successful Logins Successful Logins c. If the user has logged in with a temporary (Administrator-provided) password, the Using Temporary Password page is displayed (Exhibit 4). Exhibit 4. Using Temporary Password Select Change Password Now. Refer to Changing Password on page 18 (begin with Step 4). If the temporary password is not changed, after three uses, the account must be revalidated. See Account Revalidation on page 15. d. If the login is successful, the Launch Pad is displayed (Exhibit 5). Exhibit 5. Launch Pad The SSO Launch Pad is described in the next section. 10 SSO/Launch Pad User Guide 5 Revised March 2014

12 SSO Login SSO/Launch Pad Page Layout SSO/Launch Pad Page Layout 1 Railinc Logo Appears on all pages. 2 Application Launch Pad or User Services (SSO). 3 User ID Logged in user ID. 4 Upper Navigation Links At the upper right of each page, the following links are shown (Exhibit 10): Exhibit 6. Navigation Links (upper right of Launch Pad) Contact Us Opens a page with information for contacting Railinc via phone, fax, mail, e- mail, or a submitted online form. Sign Out Logs out of the SSO application. See SSO Logoff on page Your Railinc Apps Portlet with applications authorized for the logged on user ID. See Your Railinc Apps on page Your Notifications Portlet with official notifications for the application distributed to the logged on user ID. See Your Notifications on page Your Support Cases Portlet with inquiry or issues (cases) submitted by the user ID. See Your Support Cases on page Your Subscriptions Portlet with application-related lists to which the user belongs. See Your Subscriptions on page User Services Portlet that provides quick access to the User Services management functions described after Exhibit 7. See User Services on page 41. SSO/Launch Pad User Guide 6 Revised March 2014

13 SSO Login SSO/Launch Pad Page Layout Exhibit 7. User Services Content of this page varies based on the SSO responsibilities assigned to the user. Exhibit 7 shows a regular user. General user tasks include: My Profile Management Links to do the following tasks: a. Edit My Profile Opens the Edit Profile <User ID> page (Exhibit 51). See Edit Profile on page 37. b. Change Password Opens the Change Password page (Exhibit 24). See Changing Password on page 18. c. View/Request Permissions Opens the Request Application Access page (Exhibit 35). See Requesting Application Access on page 25. d. Check Status of Permission Requests opens the Permission Request Status page (Exhibit 43). See Check Status of Permission Requests on page 30. e. User Guide Opens the current user guide for SSO and Launch Pad in a new tab or window. See User Guide on page 33. My Applications Links to do the following tasks: a. Open each of the user s authorized applications (three shown in Exhibit 7). b. View Additional Applications Open a list of all available Railinc applications. See View Additional Applications on page Lower Links At the bottom of most pages, the following links are shown (Exhibit 11): Exhibit 8. Navigation Links (bottom of pages) Legal Notices Opens a page with copyright information. Privacy Rights Opens a page with information about what information will be obtained initially during registration and during SSO usage, how it will be used, and how long it will be retained. Terms of Service Opens a page with the Railinc Terms of Service for the SSO application, and provides legal contacts for questions regarding access and usage. Contact Us Opens a page with information for contacting Railinc via phone, fax, mail, , or a submitted online form. Note: The layout of a representative SSO page is described in the next section, SSO Page Layout. Refer to Exhibit 9. SSO/Launch Pad User Guide 7 Revised March 2014

14 SSO Login SSO Page Layout SSO Page Layout Exhibit 9. SSO Layout (labeled) Elements found on most SSO User Services pages include: 1 Railinc Logo Appears on all SSO pages. 2 Application User Services (SSO). 3 User ID Logged in user ID/Company. 4 Upper Navigation Links At the upper right of each SSO page, the following links are shown (Exhibit 10): Exhibit 10. Navigation Links (upper right of all pages) Launch Pad Navigates to the Launch Pad. Refer to Using the Launch Pad on page 39. Contact Us Opens a page with information for contacting Railinc via phone, fax, mail, e- mail, or a submitted online form. Sign Out Logs out of the SSO application. See SSO Logoff on page 17. SSO/Launch Pad User Guide 8 Revised March 2014

15 SSO Login SSO Page Layout 5 Page Title Identifies the specific SSO page. This example is the Change Password page. Selecting the leftmost link returns the user to the User Services page (Exhibit 7) 6 Content Area Area of the page (outlined in red dashes) where the users work is done. 7 Command buttons Command buttons that can be executed on that page. 8 Legal Links At the bottom of most SSO pages, the following links are shown (Exhibit 11): Exhibit 11. Legal Links (bottom of pages) Legal Notices Opens a page with copyright information. Privacy Rights Opens a page with information about what information will be obtained initially during registration and during SSO usage, how it will be used, and how long it will be retained. Terms of Service Opens a page with the Railinc Terms of Service for the SSO application, and provides legal contacts for questions regarding access and usage. Contact Us Opens a page with information for contacting Railinc via phone, fax, mail, e- mail, or a submitted online form. SSO/Launch Pad User Guide 9 Revised March 2014

16 SSO Login Forgotten Password or User ID Process Forgotten Password or User ID Process If a user cannot remember either a password, or a user ID, the links in the Account Access box can be selected to obtain online assistance. Forgotten Password To reset a forgotten password: 1. On the Account Access panel (Exhibit 2), select the Forgot Password? link. The User Services Forgotten Password page is displayed (Exhibit 12). Exhibit 12. Forgotten Password 2. Select Send Me a New Password. The Temporary Password Generated page is displayed (Exhibit 13). Exhibit 13. Temporary Password Generated 3. Close the page and wait for the (Exhibit 14). SSO/Launch Pad User Guide 10 Revised March 2014

17 SSO Login Forgotten Password or User ID Process Exhibit 14. with Temporary Password 4. Copy the temporary password and select the link in the and log in using the temporary password. The Using Temporary Password page is displayed (Exhibit 15). Exhibit 15. Using Temporary Password 5. Choose one of the following: a. I'll Change It Later. The login proceeds, but the user will be required to validate upon the next use (see Exhibit 21). This is not recommended. b. Change Password Now. The Change Password page is displayed (Exhibit 16). SSO/Launch Pad User Guide 11 Revised March 2014

18 SSO Login Forgotten Password or User ID Process Exhibit 16. Change Password (after temporary password login) 6. Type in the new password in accordance with the requirements: a. In the New Password field b. In the Confirm Password field Note: None of the user s previous nine passwords can be reused. New and Confirm entries must match. 7. Select Submit. If the new password meets SSO application standards, the Success page for password change is displayed (not shown). 8. Select Continue to go to the User Services page (Exhibit 7). A confirming is sent (Exhibit 17). SSO/Launch Pad User Guide 12 Revised March 2014

19 SSO Login Forgotten Password or User ID Process Exhibit 17. Notification of Password Change Forgotten User ID The Forgotten User ID process has two required steps: Submit name, address, and phone Retrieve user ID from notification s 1. On the Account Access panel (Exhibit 2), select the Forgot User ID? link. The Forgotten User ID page is displayed (Exhibit 18). Exhibit 18. Forgotten User ID SSO/Launch Pad User Guide 13 Revised March 2014

20 SSO Login Forgotten Password or User ID Process 2. Type in the following: a. First Name b. Last Name c. address d. Phone (Area Code and 7-digit number (entered without spaces or punctuation) 3. Select Send My User Id. The User ID Sent page is displayed (Exhibit 19). Exhibit 19. User ID Sent An is sent to the address provided for each user ID matching the submitted criteria (Exhibit 20). 4. Select Continue. The SSO Login panel is redisplayed to do an immediate login. Similar to Exhibit Open the (s) received and locate the Your user ID entry. Optionally, copy the ID (Ctrl+C) to use for a login. Exhibit 20. Notification for Forgotten User ID 6. Toggle back to the SSO Login panel to use the retrieved ID. SSO/Launch Pad User Guide 14 Revised March 2014

21 SSO Login Account Revalidation Account Revalidation If the user hasn t logged into the application in 365 days or a temporary password (with three uses only), the account becomes expired and the account information must be revalidated prior to login. When a login is attempted as described in SSO Login on page 4, and the account is expired, the Account Revalidation page is displayed (Exhibit 21) Exhibit 21. Account Revalidation (Step 1) 1. Complete the mandatory fields (red font with asterisks): Address Telephone: Area Code and 7-digit phone entered without spaces Personal Question Answer Note: These answers must match the profile that was active during the last use. Use an old or phone number as needed to validate. 2. Select Continue: a. If information entered does not match the database, the user must contact Customer Support. b. If information entered matches the database, the Password Change Initiated page is displayed (Exhibit 22). SSO/Launch Pad User Guide 15 Revised March 2014

22 SSO Login Account Revalidation Exhibit 22. Password Change Initiated 3. Close the browser, toggle to , open the password change initiation , and select the link. The Password Change page is displayed (see Exhibit 24). 4. Type in the new password in accordance with the requirements: a. In the New Password field b. In the Confirm Password field 5. Select Submit. If the new password meets SSO application standards, the Edit Profile page for the user ID is displayed (similar to Exhibit 16). 6. Scroll down in the Edit Profile page to validate information. Ensure correctness of (or complete) all mandatory (red) fields. Note: If address and phone numbers (or other profile data) have changed, make those changes now. 7. Select Save. The Success page for the profile change is displayed (Exhibit 23). Exhibit 23. Success (for profile change) 8. Select Continue. The SSO Login page is displayed to allow the user to log in using the new password. SSO/Launch Pad User Guide 16 Revised March 2014

23 SSO Logoff SSO Logoff Warning: Never X out of an SSO application without signing out first. This can hang a user ID and prevent logging back in. One exception: when using multiple windows/applications (see Closing Multiple Applications on page 35). From an Application or SSO Page To log off of SSO from an application: 1. Select the Sign Out link at the top of the application page. The Railinc SSO login page is displayed (similar to Exhibit 2). 2. As desired, close the browser window ( X, File>Exit, or Alt+F4). SSO/Launch Pad User Guide 17 Revised March 2014

24 Changing Password Changing Password Use the Change Password function to change passwords that have become compromised, are temporary, or when the password has expired. 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Do one of the following: a. Select Change Password in the User Services portlet, or b. Select the User Services link. The User Services page is displayed (Exhibit 7). Select Change Password. The Change Password page is displayed (Exhibit 24). Exhibit 24. Change Password 3. Type old password in the Old Password field. Note: If changing a temporary password, this field does not appear. Continue with the next step. 4. Tab and type the new password (following the Password Requirement shown on the page). 5. Tab and retype the new password. Note: Copying and pasting of the password is not allowed. 6. Select Submit. a. If the typed passwords do not match, or do not adhere to the requirements, error messages are displayed and the passwords must be retyped or a compliant password pair resubmitted. b. If the passwords match and are compliant, the Success page for password change is displayed (not shown). 7. Select Continue to return to the User Services page (Exhibit 7). A confirming is sent. SSO/Launch Pad User Guide 18 Revised March 2014

25 Register a New User Register a New User Before a user can access applications through SSO, the user must be registered to use SSO. To register as a new user: 1. Open browser. 2. Type the Railinc portal URL in the address field: and press Enter. The Railinc portal Welcome page is displayed (Exhibit 1). 3. In the Account Access Panel (Exhibit 2), select the Register Here link. The Terms of Service page is displayed (Exhibit 25). Exhibit 25. Terms of Service Note: If already registered, select the signing in link to return to the Single Sign On login page. Similar to Exhibit Read the terms in the scrollable text box and select Accept. The Complete User Profile page is displayed (Exhibit 26). SSO/Launch Pad User Guide 19 Revised March 2014

26 Register a New User Warning: If the terms are not accepted and Decline is chosen, the new user process terminates. Exhibit 26. Complete User Profile (top) 5. Type in the desired user ID in the User ID field. Select Check to determine whether the ID is available. See Exhibit 27. SSO/Launch Pad User Guide 20 Revised March 2014

27 Register a New User Exhibit 27. Complete User Profile (after ID Check) Note: If the user ID is not available, choose another user ID and check for availability. 6. When an acceptable ID is available, complete the remainder of the profile (Exhibit 26 and Exhibit 28) in accordance with screen instructions. All mandatory fields must be completed. The User Profile is used to identify the user, and to provide information that can be used to validate a user when the user has forgotten either a password or user ID. When the user s profile information changes (for example, when a phone number or address changes), the profile must be edited. Refer to Edit Profile on page 37. Exhibit 28. Complete User Profile (bottom) SSO/Launch Pad User Guide 21 Revised March 2014

28 Register a New User a. Personal Questions include the following choices: Note: The Answer is not case-sensitive. User should select something personally memorable. Using all uppercase or lowercase is recommended. b. Select Primary Employer using a search (Exhibit 29). If the search produces results (Exhibit 29), continue with Step 6.c. Exhibit 29. Primary Employer (with search results and choice) If the search produces no results (Exhibit 30), contact CSC as directed in the message at the right to have Railinc add the new company. Allow a few minutes to successfully search for the added company and continue with Step 6.c. Exhibit 30. Primary Employer (with no search results) c. Select radio button beside choice and select Select Company. The Search panel closes and the choice shows in the field. 7. Review the completed profile (Exhibit 31). SSO/Launch Pad User Guide 22 Revised March 2014

29 Register a New User Exhibit 31. Complete User Profile (completed) 8. If the profile is satisfactory, select Continue. The Confirmation Sent page is displayed (Exhibit 32). The profile has been created. Exhibit 32. Confirmation Sent SSO/Launch Pad User Guide 23 Revised March 2014

30 Register a New User Choose from the following options: Continue to Step 3 Opens the Request Application Access page (Exhibit 35). Stop Here Opens the SSO Login panel to do an immediate login. Similar to Exhibit 2. Since no confirmation has been done, the Confirmation Reminder page is displayed (Exhibit 3). Select I ll Confirm Later to continue working. (Recommended) Continue with Step Go to application to confirm the new ID: a. Open the new Registration (Exhibit 33). Exhibit 33. Registration b. Select the confirmation link to confirm the registration. The Confirmation page is displayed (Exhibit 34). Exhibit 34. Confirmation c. As desired, select the click here link to open the SSO Login page (similar to Exhibit 2). 10. After logging on, request access to applications as described in Requesting Application Access on page 25. SSO/Launch Pad User Guide 24 Revised March 2014

31 Requesting Application Access Requesting Application Access After SSO registration is complete, the user can request access to the applications and sites needed to do work. To request application access: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Do one of the following: a. Select View/Request Permissions in the User Services portlet, or b. Select the User Services link. The User Services page is displayed (Exhibit 7). Select View/Request Permissions. The Request Application Access page is displayed (Exhibit 35). Exhibit 35. Request Application Access (top and bottom). Note: To view a thumbnail sketch of an application, select the question mark to its left (the? becomes an X). To close the description, select the X icon. 3. Scroll to the desired application and select its Request button. The <Application Name> Request Permission page is displayed (Exhibit 36). SSO/Launch Pad User Guide 25 Revised March 2014

32 Requesting Application Access Exhibit 36. Request Permission (for Umler/EMIS pre-submit) 4. Complete the mandatory fields: a. There can be multiple roles to select. These differ by application. b. Search for the Company ID (Exhibit 37). Exhibit 37. Search a Company Note: Select the appropriate company radio button and select Select to return to the Request Permission page. c. (Optional) Type a comment generally to clarify need for approval purposes. 5. Select Submit. The Confirm Permission Request page is displayed to confirm the request (Exhibit 38). SSO/Launch Pad User Guide 26 Revised March 2014

33 Requesting Application Access Exhibit 38. Confirm Request for Umler Release (post-submit) 6. If the access was requested in error or is incorrect (role), select Cancel. If the request is satisfactory, select Continue. The Request Permission page is redisplayed again to indicate the requests have been sent to the application administrator (Exhibit 39). Exhibit 39. Request for Umler Release (confirm submission) When the request has been submitted, an is sent to the user (Exhibit 40). If other applications are needed, select Request Additional Permissions. The Request Application Access page is redisplayed (Exhibit 35). Otherwise, select Done to return to the User Services page (Exhibit 7). SSO/Launch Pad User Guide 27 Revised March 2014

34 Requesting Application Access Access Request s Access Request s Exhibit 40. Access Request Acknowledge While waiting for a response, the user can check the status of the request as described in Check Status of Permission Requests on page 30. When the Administrator has processed the request, the system is updated and an approval or rejection notification is sent to the user (Exhibit 41 and Exhibit 42). SSO/Launch Pad User Guide 28 Revised March 2014

35 Requesting Application Access Access Request s Exhibit 41. Access Approval Exhibit 42. Access Rejection When access is approved, the user can access the application using SSO and selecting the application link that has been added to the left side of the Launch Pad (Exhibit 5). SSO/Launch Pad User Guide 29 Revised March 2014

36 Requesting Application Access Check Status of Permission Requests Check Status of Permission Requests A user can check the status of permission requests. Valid statuses include: Requested Cancelled Approved Pending Rejected 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Do one of the following: a. Select Check Status of Permission Requests in the User Services portlet, or b. Select the User Services link. The User Services page is displayed (Exhibit 7). Select Check Status of Permission Requests. The Permission Request Status page is displayed (Exhibit 43). Exhibit 43. Permission Request Status (Approved) Only one application (Umler/EMIS Release) is included in the request status in Exhibit 43. If more than one application s request is included, a pull-down to select the application is provided (Exhibit 44). SSO/Launch Pad User Guide 30 Revised March 2014

37 Requesting Application Access Check Status of Permission Requests Exhibit 44. Permission Request Status (with multiple applications pull-down) When a request has been seen by the administrator, but more information is needed, the status can be set to Pending (Exhibit 45). Exhibit 45. Permission Request Status (Pending) When a request has been rejected, the status appears as shown in Exhibit 46. Exhibit 46. Permission Request Status (Rejected) SSO/Launch Pad User Guide 31 Revised March 2014

38 Requesting Application Access Check Status of Permission Requests Canceling Unapproved Requests With a Requested or Pending status, the user can select Cancel Request to cancel the unapproved request. The status becomes Cancelled as shown in Exhibit 47. Exhibit 47. Permission Request Status (Canceled) SSO/Launch Pad User Guide 32 Revised March 2014

39 User Guide User Guide After logging in to SSO, the user can open a copy of the SSO and Launch Pad User Guide without signing out and returning to the Login panel (where the access to the guide to assist with registration). To open the user guide: icon allows unregistered users 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Do one of the following: a. Select User Guide in the User Services portlet, or b. Select the User Services link. The User Services page is displayed (Exhibit 7). Select User Guide. The SSO and Launch Pad User Guide is displayed in a new tab or new window (Exhibit 48). Exhibit 48. User Guide 3. When finished viewing or printing the User Guide, close the extra tab or window. SSO/Launch Pad User Guide 33 Revised March 2014

40 Working with Applications Launching a Single Application Working with Applications Launching a Single Application 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Select the desired link in the My Railinc Apps portlet on the left side. The application s welcome/home page is displayed. Note: It is beyond the scope of this document to describe tasks of specific applications. Each application has a user guide and/or help that can be accessed while in the application. Closing a Single Application When finished working with an application, select the User Services link to return to the User Services page (Exhibit 7) without logging off. Select another application or log off as appropriate. SSO/Launch Pad User Guide 34 Revised March 2014

41 Working with Applications Working with Multiple Applications Working with Multiple Applications Opening an application from the Launch Pad opens the application Home/Welcome page. If tasking requires obtaining input from a task from one application and using that information in another application, the user can choose to open multiple applications. Opening Multiple Applications 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Select the desired link in the My Railinc Apps pane on the left side. The application s welcome/home page is displayed. 3. On the browser menu bar, select File>New Window. A new window with a second instance of the first application. 4. In one window, select User Services. The User Services page is displayed (Exhibit 5). Note: For applications offering a Launch Pad link, select the link, and then select the second application from the Your Applications portlet. 5. Select the second application from the My Railinc Apps links. The second application s Welcome/Home page is displayed. Note: Toggle (Alt+Tab) between application browser windows to accomplishing tasking. Closing Multiple Applications Close All To close all applications simultaneously, select the Sign Out link in one application. The SSO Login page is displayed. It also logs the user out of Single Sign On for all applications. Then close all windows (use the X, or press Alt+F4). Warning: Never X out of an SSO application without signing out first. This can hang a user ID and prevent logging back in. Close One Only If the user is finished with one application, but still using the other, close the window of the unneeded application (use the X, or press Alt+F4). The unneeded window closes, the other remains open with an active SSO login and work can continue. SSO/Launch Pad User Guide 35 Revised March 2014

42 Working with Applications View Additional Applications View Additional Applications When a user believes permission for an application has already been granted, but does not see the application listed in the My Applications column of the User Services page or in the My Railinc App portlet, the View Additional Applications function can be used to display the entire list of links to all SSO applications. 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Select the User Services link. The User Services page is displayed (Exhibit 7). Select View Additional Applications. The Single Sign On Applications page is displayed (Exhibit 49). Exhibit 49. Single Sign On Applications 3. Scroll to the application desired and select its link. a. If the user is authorized, the application opens in the browser. b. If not authorized, the Unauthorized Access Attempt page is displayed (Exhibit 50). Exhibit 50. Unauthorized Access Attempt Choose from the following options: View Pending Permission Requests See Check Status of Permission Requests on page 30. Request Permissions See Requesting Application Access on page 25. SSO/Launch Pad User Guide 36 Revised March 2014

43 Edit Profile Edit Profile The Edit Profile function is used to change personal data. This is important if the user has had a change in name, address, Employer, or telephone, etc. Because SSO uses to transmit notifications, address changes are vital. Likewise, the address and personal question and answers are used for forgotten password or user ID functions. To edit a user profile: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 5). 2. Do one of the following: a. Select Edit My Profile in the User Services portlet, or b. Select the User Services link. The User Services page is displayed (Exhibit 7). Select Edit My Profile. The Edit Profile page is displayed (Exhibit 51 and Exhibit 52). Exhibit 51. Edit Profile: <User ID> (top) 3. Review all data in the mandatory fields and make changes as needed. Refer to Step 6 on page 21. SSO/Launch Pad User Guide 37 Revised March 2014

44 Edit Profile Exhibit 52. Edit Profile: <User ID> (bottom) 4. When all edits are satisfactory, select Save. The Success page is displayed (Exhibit 53). Exhibit 53. Success (after Profile edit) Note: An is sent to the user confirming the profile update. 5. Select Continue to return to the User Services page (Exhibit 7). SSO/Launch Pad User Guide 38 Revised March 2014

45 Using the Launch Pad Using the Launch Pad As described previously, the Launch Pad is a dashboard-like interface that allows users to access their applications, to see pertinent notifications about those applications, to subscribe/unsubscribe to maintenance and outage s for those applications, and to make inquiries or report issues that automatically create cases in the Railinc internal customer support system (RAPID). Refer to Exhibit 5 and Exhibit 54. The following sections described the Launch Pad functions. Exhibit 54. Launch Pad (with portlet labels) Note: Users can return to the Launch Pad from any SSO page by selecting the Launch Pad link at the upper right. Context (hover) help is available in many of the Launch Pad panes by pointing over a field or? button (Exhibit 55). SSO/Launch Pad User Guide 39 Revised March 2014

46 Using the Launch Pad Your Railinc Apps Exhibit 55. Launch Pad Context (hover) Help Your Railinc Apps Your Railinc applications are shown in the portlet labeled 1 in Exhibit 54. To access applications: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 54). 2. Select the desired application link in the Your Applications portlet on the left side. The application opens. SSO/Launch Pad User Guide 40 Revised March 2014

47 Using the Launch Pad User Services User Services User Services are shown in the portlet labeled 2 in Exhibit 54. To access User Services: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 54). 2. Select the desired Profile Management task in the User Services portlet on the left side. The task page opens. These tasks are discussed in the following sections: Edit Profile on page 37 Changing Password on page 18 Requesting Application Access on page 25 Check Status of Permission Requests on page 30 User Guide on page 33 SSO/Launch Pad User Guide 41 Revised March 2014

48 Using the Launch Pad Your Notifications Your Notifications Your notifications are shown in the portlet labeled 3 in Exhibit 54. The Your Notification pane lists all official notifications that have been sent by Railinc regarding the user s authorized applications. The links provided allow the user to view the details of specific notifications without having to go to a mailbox and search for a specific . To view notifications: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 54). 2. Select the desired notification link in the Your Notifications portlet on the right side. The notification opens (Exhibit 56). Exhibit 56. Notification (details) 3. To exit the notification, select either the Return to Launch Pad or Close this Notification link. The Launch Pad is redisplayed (Exhibit 54). SSO/Launch Pad User Guide 42 Revised March 2014

49 Using the Launch Pad Your Support Cases Your Support Cases Your support cases are shown in the portlet labeled 4 in Exhibit 54. The Your Support Cases portlet allows users to make inquiries or report issues that automatically create cases in the Railinc internal customer support system (RAPID). Besides s sent to the Customer Support Center at Railinc, this is the only automated way to initiate a case in the RAPID system. Users can upload documents or screen captures to help clarify the case. Users can also view and update their cases. Creating a Case If a user would like to make an inquiry or report an issue about a Railinc application: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 54). 2. Select Create a New Case in the Your Support Cases portlet on the right side. The Customer Support page is displayed (Exhibit 57). Exhibit 57. Customer Support 3. Complete the required fields: a. Type a title for the case (limit is 254 characters, but should be concise enough to fit in the subject line of an ). b. Enter the description of the case. c. Select the product from the drop down. If not listed, select Other. SSO/Launch Pad User Guide 43 Revised March 2014

50 Using the Launch Pad Your Support Cases d. Choose the impact. Valid values are: Normal (default) Medium High Note: Use context help to assist with choosing this value. Generally this is driven by the number of users affected by the issue. e. Choose the urgency. Valid values are: Normal (default) Medium High Note: Use context help to assist with choosing this value. Generally this is driven by the time affiliated with the issue resolution. f. Choose the environment. Valid values are: Production (default) Test 4. (Optional) Attach a screen capture or document that might assist Customer Support with the disposition of the case. a. Select Browse. The Choose File panel is displayed (Exhibit 58) Exhibit 58. Choose File (for case attachment) b. Locate the file to be attached and select Open. The Customer Support page is redisplayed with the file fullpath appearing in the Attachment field. SSO/Launch Pad User Guide 44 Revised March 2014

51 Using the Launch Pad Your Support Cases 5. When all information is completed, select Submit. The Customer Support page displays a success message (Exhibit 59). Exhibit 59. Customer Support (sample create case with file upload confirmation) A confirming is sent to the user (Exhibit 60). Exhibit 60. RAPID Case Confirmation Note: Responses to the get copied directly into the internal RAPID case Description field which can be seen when viewing case details. See Viewing/Updating a Case on page Select Return to Launch Pad to return to the Launch Pad. The new case is shown in the My Support Cases pane (Exhibit 61). SSO/Launch Pad User Guide 45 Revised March 2014

52 Using the Launch Pad Your Support Cases Exhibit 61. Your Support Cases (Your Open Cases tab shown) Open cases appear in the Your Open Cases tab. All cases submitted (including those that have been closed can be viewed by selecting the All Your Cases tab. Viewing/Updating a Case To view some information about a case, or submitted by the logged on user: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 54). 2. Select the Your Open Cases or All Your Cases tab in the Your Support Cases pane on the right side. The Customer Support page is displayed (refer to Exhibit 61). 3. Select the Case # link. The Case Details page is displayed (Exhibit 62). SSO/Launch Pad User Guide 46 Revised March 2014

53 Using the Launch Pad Your Support Cases Exhibit 62. Case Details (for Case 2767) Case Picker. Bold font is the active case. If the user has many cases, cases are shown in numerical order in groups, and Next (>) and Previous (<) arrows are provided so the user can quickly navigate to view details for other cases without returning to the Launch Pad. Note: Actions available on this page include attaching additional information/files and adding more comments to the Add a Description field. 4. Use the Case picker links to view other cases. In Exhibit 62, there are two cases available for viewing. 5. As needed, add attachments. Refer to Step 4 on page 44 for instructions. 6. As needed, type new information to be added to the case in the Add a Description field. 7. Select Update. 8. When finished viewing/updating cases, select one of the first two tabs to return to a list of cases (on the Launch Pad), or select Return to Launch Pad to return to the Launch Pad (Exhibit 54). SSO/Launch Pad User Guide 47 Revised March 2014

54 Using the Launch Pad Your Subscriptions Your Subscriptions Your subscriptions are shown in the portlet labeled 5 in Exhibit 54. By default, when a user is authorized to use Railinc Single Sign On applications, the user is automatically added to an subscription list for both Maintenance and Outage notifications for those applications. Unsubscribing If the user does not want to receive s regarding authorized applications: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 54). 2. Select the unsubscribe link in the Your Subscriptions portlet at the right of the unwanted subscription. A unsubscribe message is displayed at the top of the pane (Exhibit 63) and the subscription is removed from the list. Exhibit 63. Your Subscription (after unsubscribe) 3. Repeat as needed to remove other unwanted subscriptions. Subscribing If the user wants to receive s regarding authorized applications not listed: 1. Log on to SSO as described in SSO Login on page 4. The Launch Pad is displayed (Exhibit 54). 2. Select the Subscribe to more link in the Your Subscriptions portlet on the lower right side. A list of available mailing lists is displayed (Exhibit 64). SSO/Launch Pad User Guide 48 Revised March 2014

55 Using the Launch Pad Your Subscriptions Exhibit 64. Your Subscriptions Available Mailing Lists Note: Only those authorized applications that the user has previously unsubscribed from are displayed. 3. Check the box to the right of each mailing list wanted and select subscribe. The subscriptions are added back into the list and a success message is displayed (Exhibit 65). Exhibit 65. Your Subscriptions Successful Subscribe to Mailing Lists SSO/Launch Pad User Guide 49 Revised March 2014

56 Index Index access request, 25 unauthorized, 36 access request acknowledge, 28 approval, 29 account revalidation, 15 Adobe Acrobat Viewer, 1 All Your Cases tab, 46 application close single, 34 launch, 34 multiple, 35 open, 34 View All, 36 application access cancel, 32 request, 25 status, 30 attachment add to case, 44 browser, 1 button Select Company, 22 Send My User Id, 14 case add attachment, 44, 47 create, 43 description, 43 details, 46 edit, 47 environment, 44 impact, 44 product, 43 title, 43 update, 46 update Description, 47 urgency, 44 view, 46 change password, 18 temporary password, 18 User Profile, 37 Change Password link, 7 Check Status of Permission Requests link, 7 close application, 34 multiple applications, 35 company. See Employer, See Employer computer requirements, 1 confirm user ID, 24 Contact Us link, 6, 7, 8, 9 content area, 9 description (case field), 43 edit User Profile, 37 Edit My Profile link, 7 access request, 28 access request approval, 29 case confirmation, 45 forgotten user ID, 14 password change confirmation, 12, 18 registration, 24, 27 registration confirmation, 23 Employer company found, 22 company not found, 22 User Profile, 22 environment (case field), 44 forgotten password, 10 user ID, 13 Help icon, 3 icon Help, 3 impact (case field), 44 launch application, 34 Launch Pad layout, 6 link, 8 User Services, 41 Your Notifications, 42 Your Railinc Apps, 40 Your Subscriptions, 48 Your Support Cases, 43 legal links, 9 Legal Notices link, 7, 9 link Change Password, 7 Check Status of Permission Requests, 7 confirmation, 24 Contact Us, 8 Contact Us, 6, 7 Contact Us, 9 Edit My Profile, 7 Forgot User ID?, 13 Forgotten Password, 3 Forgotten User ID, 3 Help, 3 Launch Pad, 8 Legal Notices, 7, 9 Privacy Rights, 7, 9 Register Here, 3, 19 Sign Out, 6, 8 Terms of Service, 7, 9 User Guide, 33 View/Request Permissions, 7 login from Railinc portal, 4 successful, 5 unsuccessful, 4 Microsoft Excel Viewer, 1 multiple applications, 35 close all, 35 close one, 35 navagation links, 8 new user registration, 3 notifications in Launch Pad, 42 view, 42 open application, 34 page title, 9 password change, 18 forgotten, 10 requirements, 18 reuse, 12 SSO/Launch Pad User Guide 50 Revised March 2014

57 Index temporary, 5 PDF viewer, 1 permission request status, 30 portal, Railinc, 2, 19 Privacy Rights link, 7, 9 product (case field), 43 Railinc portal access, 2 address, 19 SSO Account Access, 3 URL, 2 Welcome page, 2 register new user, 3 registration , 24 user, 19 requirements, 1 revalidation (account), 15 Select Company button, 22 Send My User Id button, 14 Sign Out link, 6, 8 single sign on access, 2 computer requirements, 1 Login, 4 logoff, 17 overview, 1 SSO. See single sign on page layout, 8 subscribing, 48 subscriptions adding, 48 deleting, 48 in Launch Pad, 48 subscribing, 48 unsubscribing, 48 system requirements, 1 tab All Your Cases, 46 Case NNNN, 46 Your Open Cases, 46 temporary password at login, 5 Terms of Service link, 7, 9 title (case field), 43 unsubscribing, 48 urgency (case field), 44 User Guide in User Services portlet, 33 on User Services page, 7 user ID, 8 availability, 20 confirmation, 24 forgotten, 13 uppercase, 20 user permission status, 30 User Profile edit, 37 Employer, 22 User Services, 41 portlet, 6 view notifications, 42 subscriptions, 48 View Additional Applications, 7 View/Request Permissions link, 7 web browser, 1 Your Notifications, 42 Your Open Cases tab, 46 Your Railinc Apps, 40 Your Subscriptions, 48 Your Support Cases, 43 ================== SSO/Launch Pad User Guide 51 Revised March 2014